Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Vanguard Total World Stock Index in their Schedule of Assets, totaling $9.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ALPINE BANKS OF COLORADO ALPINE BANKS OF COLORADO EMPLOYEE STOCK OWNERSHIP PLAN AND 401(K) | GLENWOOD SPRINGS CO | 748 | $160.9M | $7.2M |
| 2 | UNITED CONTRACTORS MIDWEST, INC. UNITED CONTRACTORS MIDWEST, INC. 401(K) RETIREMENT SAVINGS PLAN | SPRINGFIELD IL | 207 | $57.1M | $768K |
| 3 | 365 RETAIL MARKETS, LLC |
TROY MI |
| 542 |
| $28.6M |
| $368K |
| 4 | PERNIX GROUP INC. PERNIX GROUP 401(K) RETIREMENT PLAN | LOMBARD IL | 221 | $44.7M | $235K |
| 5 | BROTHERHOOD MAINTENANCE OF WAY EMPLOYES DIVISION OF IBT BMWED HEALTH FUND | NOVI MI | 126 | $4.7M | $220K |
| 6 | SECURITY BANK & TRUST COMPANY SECURITY BANK & TRUST COMPANY 401K PLAN | PARIS TN | 173 | $9.2M | $91K |
| 7 | MUNICIPAL AUTHORITY OF WESTMORELAND MUNICIPAL AUTHORITY OF WESTMORELAND COUNTY 401(K) PLAN | GREENSBURG PA | 222 | $17.2M | $53K |
| 8 | DILLARD UNIVERSITY DILLARD UNIVERSITY 403(B) DC PLAN | NEW ORLEANS LA | 314 | $17.6M | $26K |
| 9 | COMMONEO, LLC COMMONEO 401(K) PLAN | SHELBY TOWNSHIP MI | 820 | $1.7M | $16K |
